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In Part one of this sector sweep we argued that sustained higher oil prices were likely as production from the vaunted shale sector declined.

Exposure to higher prices has, however, been fiendishly difficult to find. In Part 2, we noted that the big four energy stocks on the ASX are now exposed to LNG rather than oil and that the historic link between LNG and oil prices – a quirk of...

Hi Gaurav, Keen to hear an update on whether your global oil production / shale oil thesis is still on track, and what do you perceive as potential impacts (if any) of Trump Presidency on US production levels. Considering the above, how close do y...

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